Who is this guide for?
This guide has been written for Converge Consultants with an Open “Telehealth” schedule. These guides have been confirmed with Converge as part of your contract variation.
To learn more about Open and Ad hoc schedules, view this article Working with an Adhoc and Telehealth schedule
When you agree to accept Telehealth bookings (which are booked into your “Open” schedule) from Converge International, and you need to rebook the customer you are expected to rebook them into your Telehealth (Open) schedule and continue seeing them at the agreed Telehealth (Open) rate for the entirety of their Telehealth appointments with you.
If you need to rebook your customer outside of your normal Telehealth hours, you will need to follow the below guide to ensure the appointment is still connected to the correct rate: Manual booking into Telehealth (Open) schedule
Watch the Telehealth rebooking video or read the support article below for more information:
Step 1: Accessing Quick View actions
After logging in, your default home page is Quick View, which can also be accessed via the left menu, if needed.
Find the Customers' appointment on the Quick View page then click the blue “Rebook” button from the Appointment Actions column on the right side.
The Quick View page is split into 3 sections - Appointments not started, Appointments in Progress and Appointments recently completed.
Your Customers' last appointment will be in the “Appointments Recently Completed” section or, if you haven’t yet commenced the last appointment, it will be in the “Appointments Not Started” section.
Step 2: Review Customer session summary
Step 3: Select booking approach
Step 4: Search for availability
Step 5: Review search results and confirm appointment
Step 6: Review session details
If Video Call is selected as the modality, in this step you’ll also be asked to confirm the video call platform. For all telehealth calls that are video calls, you are required to select Teams as the video platform.
Next steps:
After rebooking, you might find these guides helpful:
Teams and Zoom modalities explained - Remember that Telehealth calls must always be using the Teams platform
If you need to rebook your Customer outside of your normal Telehealth hours, you will need to follow the below guide to ensure the appointment is still connected to the correct rate: Manual booking into Telehealth (Open) schedule
Head to the Consultant Support Centre to view all support articles or to Contact User Support team by raising a support ticket www.convergeinternational.com.au/support